Position in IONS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$229,703
+$8,563 QoQ
Shares Held
2,897
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#368
of 510 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IONS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $3,874,293 across 11 Biotechnology names. IONS ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,403 | $1,193,642 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
113,000 | $989,315 | |
| 3 | INSM |
INSMED Inc
|
3,908 | $416,670 | |
| 4 | DNLI |
Denali Therapeutics Inc.
|
12,813 | $329,550 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
414 | $258,145 | |
| 6 | IONS |
Ionis Pharmaceuticals Inc
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|
2,897 | $229,703 | |
| 7 | IOVA |
Iovance Biotherapeutics, Inc.
|
51,000 | $212,160 | |
| 8 | OMER |
Omeros Corp
|
11,369 | $108,119 |
All Filings in IONS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,703 | 2,897 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $221,140 | 2,945 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $235,352 | 2,975 | Shares | Sole | 2026-02-17 | |
| 2023-06-30 | $230,383 | 5,615 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $214,582 | 6,004 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $329,958 | 8,736 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $324,294 | 7,332 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $311,042 | 8,402 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $336,989 | 9,098 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $204,520 | 6,721 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $369,543 | 11,018 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $447,007 | 11,206 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $584,389 | 12,998 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,164,780 | 20,601 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $932,487 | 19,652 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,050,608 | 17,819 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $861,347 | 18,218 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||